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Raymond James Financial

727 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 295 increasing their positions, 223 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $30.3M

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

32% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 223

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

13% more capital invested

Capital invested by funds: $17.6B → $19.9B (+$2.37B)

2% more funds holding

Funds holding: 716727 (+11)

1.11% less ownership

Funds ownership: 75.58%74.47% (-1.1%)

Holders
727
Holders Change
+11
Holders Change %
+1.54%
% of All Funds
10.47%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
72
Increased
295
Reduced
223
Closed
54
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
301
Heritage Wealth Advisors
Virginia
$1.75M
SP
302
Stablepoint Partners
Massachusetts
$1.73M +$113K +973 +8%
Osaic Holdings
303
Osaic Holdings
Arizona
$1.71M -$3.02M -25,949 -66%
Nomura Holdings
304
Nomura Holdings
Japan
$1.69M +$1.1M +9,419 +250%
Pacer Advisors
305
Pacer Advisors
Pennsylvania
$1.66M +$36K +309 +2%
PAS
306
Park Avenue Securities
New York
$1.64M +$85.8K +736 +6%
MWA
307
Meridian Wealth Advisors
Texas
$1.63M +$64K +549 +5%
CS
308
Candriam SCA
Luxembourg
$1.61M +$93.1K +799 +7%
CAM
309
Cresset Asset Management
Illinois
$1.58M +$34K +292 +2%
DILIC
310
Dai-ichi Life Insurance Company
Japan
$1.58M
AWCI
311
Alpine Woods Capital Investors
New York
$1.57M -$2.11M -18,100 -58%
QCM
312
QRG Capital Management
Illinois
$1.57M -$167K -1,436 -11%
HIMCH
313
Hartford Investment Management Co (HIMCO)
Connecticut
$1.55M -$72.8K -625 -5%
MOS
314
MGO One Seven
Ohio
$1.55M -$190K -1,627 -12%
Man Group
315
Man Group
United Kingdom
$1.55M +$593K +5,093 +73%
ST
316
Sabal Trust
Florida
$1.54M -$2.68K -23 -0.2%
BMSSC
317
B. Metzler seel. Sohn & Co
Germany
$1.54M +$181K +1,550 +15%
CAS
318
CTC Alternative Strategies
Illinois
$1.46M +$1.33M +11,400 New
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$1.46M -$172K -1,480 -12%
AIM
320
Allen Investment Management
New York
$1.43M
OFG
321
Oxford Financial Group
Indiana
$1.43M +$4.66K +40 +0.4%
SAM
322
Securian Asset Management
Minnesota
$1.42M -$86.9K -746 -6%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$1.41M -$46.6K -400 -4%
IFU
324
iSAM Funds (UK)
United Kingdom
$1.4M +$1.27M +10,899 New
AW
325
Atlas Wealth
Ohio
$1.4M +$32.4K +278 +3%

RJF Hedge Fund Activity: Q1 2024 in Review

727 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2024, worth a combined $19.9B — up 13% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new RJF positions and 54 closed out — a net gain of 18 holders — while 295 added to existing stakes and 223 trimmed.

The largest buyer was Truist Financial, adding an estimated $157M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $238M sold.

  • 727 institutional investors held Raymond James Financial (RJF) as of Q1 2024, up from 716 in Q4 2023.
  • Funds reported $19.9B of Raymond James Financial stock for Q1 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Raymond James Financial positions in Q1 2024 and 54 closed out, a net change of +18 holders.
  • The largest Raymond James Financial buyer in Q1 2024 was Truist Financial, an estimated $157M added.
  • The largest Raymond James Financial seller in Q1 2024 was Brave Warrior Advisors, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2024.